Frank A. LoBiondo (R-NJ-2), a former Republican member of the House, has disclosed 75 trades since 2015: 16 purchases worth about $128.01K and 57 sales worth about $505.03K, in 42 stocks. Most traded: SCG, SJM, USB. As a portfolio, their stock holdings and trades returned +17.4% from Jul 2014, against +24.0% for the S&P 500. Trades took a median 27 days to be disclosed; 10 came late.
Frank A. LoBiondo’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2014: +17.4%, against +24.0% for SPY; the largest fall on the way was -18.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank A. LoBiondo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank A. LoBiondo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank A. LoBiondo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank A. LoBiondo | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank A. LoBiondo | Jul 2014 | +17.4% | +24.0% | -6.6% | +3.7% | -18.1% | 0.40 | 0.73 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCGSCANA CORP | Utilities | Closed | – | – | 4 | 0 | 4 | $0.00 | $32.00K | – | Sep 7, 2017 |
| SJMJ M SMUCKER Co | Consumer Staples | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Oct 9, 2017 |
| USBUs Bancorp De | Financial Services | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -215.2% | May 17, 2017 |
| AAPLApple Inc. | Technology | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | +513.1% | Dec 10, 2018 |
| ABTAbbott Laboratories | Healthcare | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -139.6% | Jul 30, 2015 |
| ACNAccenture plc | Industrials | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -110.0% | Nov 2, 2017 |
| APDAir Products & Chemicals, Inc. | Basic Materials | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | May 17, 2017 |
| BDXBecton Dickinson & Co | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | May 17, 2017 |
| CLXClorox Co /De/ | Consumer Staples | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | May 17, 2017 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | +17.7% | Sep 8, 2017 |
| ESEversource Energy | Utilities | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | May 17, 2017 |
| FDSFactset Research Systems Inc | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | May 17, 2017 |
| GDGeneral Dynamics Corp | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | May 17, 2017 |
| GISGeneral Mills Inc | Consumer Staples | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Dec 13, 2018 |
| GWWW.W. Grainger, Inc. | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Jan 8, 2018 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GISGeneral Mills, Inc. | Self | Sell | $1K–$15K | Dec 13, 2018 | Dec 20, 2018 | 7d | -8.9% | -192.3% | |
| BLKBlackRock, Inc. | Self | Buy | $1K–$15K | Dec 14, 2018 | Dec 18, 2018 | 4d | +205.3% | +16.5% | |
| AAPLApple Inc. | Self | Buy | $1K–$15K | Dec 10, 2018 | Dec 17, 2018 | 7d | +697.9% | +513.1% | |
| AAPLApple Inc. | Spouse | Buy | $1K–$15K | Dec 10, 2018 | Dec 17, 2018 | 7d | +697.9% | +513.1% | |
| IBMInternational Business Machines Corporation | Self | Sell | $1K–$15K | Dec 10, 2018 | Dec 17, 2018 | 7d | +118.1% | -66.7% | |
| QCOMQUALCOMM Incorporated | Self | Sell | $1K–$15K | Dec 10, 2018 | Dec 17, 2018 | 7d | +183.2% | -1.7% | |
| QCOMQUALCOMM Incorporated | Spouse | Sell | $1K–$15K | Dec 10, 2018 | Dec 17, 2018 | 7d | +183.2% | -1.7% | |
| GWWW.W. Grainger, Inc. | Spouse | Sell | $1K–$15K | Jan 8, 2018 | Jan 12, 2018 | 4d | +478.4% | +303.8% | |
| GWWW.W. Grainger, Inc. | Self | Sell | $1K–$15K | Jan 8, 2018 | Jan 12, 2018 | 4d | +478.4% | +303.8% | |
| First Eagle Global Fund Class 1Other | Self | Sell | $15K–$50K | Jan 2, 2018 | Jan 9, 2018 | 7d | – | – | |
| JP Morgan TR 1 Strategic Income Oppty 1 CLOther | Self | Sell | $15K–$50K | Jan 2, 2018 | Jan 9, 2018 | 7d | – | – | |
| ACNAccenture plc Class A Ordinary Shares | Self | Buy | $1K–$15K | Nov 2, 2017 | Nov 6, 2017 | 4d | +82.0% | -110.0% | |
| ACNAccenture plc Class A Ordinary Shares | Spouse | Buy | $1K–$15K | Nov 2, 2017 | Nov 6, 2017 | 4d | +82.0% | -110.0% | |
| JPMJP Morgan Chase & Co. | Self | Buy | $1K–$15K | Oct 27, 2017 | Nov 2, 2017 | 6d | +234.8% | +43.0% | |
| JPMJP Morgan Chase & Co. | Spouse | Buy | $1K–$15K | Oct 27, 2017 | Nov 2, 2017 | 6d | +234.8% | +43.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Frank A. LoBiondo (R-NJ-2), a former Republican member of the House, has disclosed 75 trades since 2015: 16 purchases worth about $128.01K and 57 sales worth about $505.03K, in 42 stocks. Most traded: SCG, SJM, USB. As a portfolio, their stock holdings and trades returned +17.4% from Jul 2014, against +24.0% for the S&P 500. Trades took a median 27 days to be disclosed; 10 came late.
As a portfolio, their stock holdings and trades returned +17.4% from July 2014 to November 2026, against +24.0% for the S&P 500, with a largest fall of -18.1%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 27 days to be disclosed. 10 of 75 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.